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Contact Profile Page
Contact Profile Page
Kalila Richards avatar
Written by Kalila Richards
Updated over a week ago

When you click on a contact, you’ll see multiple tabs in their profile. Here’s a quick overview of what each tab offers:

HERE is a short video on how to click through different contact profiles.

Timeline

  • Automatically tracks activity: This tab gathers all email exchanges and transaction activities related to the contact.

  • Filter specific activities: Click on the subheader or the “More Filters” button on the right to filter activities, like email exchanges or sales to this contact.

Notes

  • Internal communication: This tab is for sharing internal notes about the contact with your team.

  • Add a new note: Click the "Add Note" button in the top-right corner to add new notes.

Inbox

  • View incoming emails: This tab shows all incoming emails from the contact in one place.

Tasks

  • Organize to-dos: Keep track of tasks related to this contact here.

  • Create a new task: Click on "Add Task" in the top-right corner to create task.

Invoice

  • Manage invoices: This tab lists all invoices linked to this contact.

  • Track unpaid invoices: Use this tab to check for unsent or unpaid invoices and follow up as needed.

Docs

  • Store important documents: Upload any relevant documents related to the contact here for easy access.

Inventory

  • View related inventory: This tab shows all inventory items associated with the contact, pulled from the "Associations" section in inventory.

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